Today's Features
ADVISORY & CONSULTING

Five Lessons from Moving to Advisory

man walking across marble floor with large holes in it

Plus what you can do in 30 minutes to make things better.

By Jackie Meyer
The Balanced Millionaire: Advisor Edition

When I made the decision to shift from a compliance-heavy firm to an advisory-first firm focused on delivering measurable ROI, I wish I could say it was seamless. It wasn’t. This kind of transformation brings new opportunities, but it also brings challenges – some that you can anticipate, and others that take you by surprise. The key to success isn’t avoiding challenges altogether (that’s impossible); it’s learning to navigate them when they arise.

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In this article, I want to help you understand the common pitfalls that can derail your progress and the practical steps you can take to overcome them. Whether it’s dealing with clients who are stuck in the old model, learning to price confidently or avoiding burnout, there are solutions to keep you moving forward.
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MARKETING & SALES

Five Practice Building Basics Revealed

two men standing and shaking hands

Plus a quick quiz about your marketing.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

Some firms go from one marketing activity to another without much success. The firms that are successful do the basics very well. Like any athlete in spring training, accountants and consultants need to practice the basics of building their practices.

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Here are the basics:

  1. Creating opportunities to meet people

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MANAGEMENT

Why MAP Programs Are Worth Your Time

woman speaking to handheld microphone in room full of people

There’s more than CPE to consider.

By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting

I attend Management of Accounting Practice (MAP) CPE programs. In many instances these do not qualify toward the mandatory CPE requirements. Who cares?

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I go because I want to make more money, work more effectively, service clients better, excite and retain staff, and have more fun doing what I love to do and have to do anyway.
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CLIENT ACCOUNTING SERVICES

CAS Tech Gap Widens as Firms Race Toward Real-Time Advisory

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New report finds outdated systems are limiting insight, slowing workflows, and putting firms at a competitive disadvantage.

By CPA Trendlines

Accounting firms that fail to modernize their technology stacks risk losing ground as client accounting services shift rapidly toward real-time advisory, according to a new report from Ace Cloud Hosting and CPA Trendlines.

Download the full report here

The report finds that outdated, spreadsheet-heavy workflows and disconnected systems are no longer just inefficient—they are actively limiting firms’ ability to deliver insight, manage risk, and compete in advisory services.

“Technology is no longer an IT decision. It is a strategic one,” the report states.

Advisory Demands Real-Time Data

The sharpest divide is emerging around data speed. While compliance work can still run on monthly or quarterly cycles, advisory services depend on continuous data. Firms relying on delayed reporting are producing outdated insights, weakening decision-making and client value.

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PRICING, FEES & BILLING RATES

Price By What You’re Worth

Disruptive? We’re OK with that.

By Jody Padar
Radical Pricing  – By The Radical CPA

The familiar is always more comfortable than something new. Shifting your pricing model is bound to be disruptive because the billable hour is what we know and have always known. It is the default billing model of every new firm. It’s comfortable, familiar, embedded in our DNA and seems like the easiest billing solution.

Certainly, there are some pros to billing by the hour. Profits remain relatively stable. If you work 40 hours, you know you’re going to bill and hopefully be paid for those 40 hours. There’s a clarity and certainty to it. But there are only so many hours in a week. By embracing the billable hour, you’re putting a profit ceiling on your firm.

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